28% of HNW Brits have lost track of large Sipp pots
Value of the forgotten assets is ‘substantial’ and could have a ‘transformative impact’ for owners
Netwealth
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UK wealth manager sets up financial planning service
It can be used as a complementary solution alongside existing adviser relationships
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Just 20% of pre-retirees sought advice for later life plans
Unprepared Brits ‘will be faced with a series of shocks over the years to come’
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Just 28% of HNW Brits to split wealth equally between children
‘There is no one-size-fits-all approach to how you divide up’ assets
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‘Challenger’ wealth firm eyes IFA acquisitions
After the company raised £11.3m in its latest funding round
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People Moves: Julius Baer, Credit Suisse, Manulife
Private bank bolsters Hispanic America team, while rival doubles down on its ESG strategy
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Battle for next gen clients set to heat up
52% of young Brits will change firms if their expectations on technology and transparency are not met
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Divorced UK women regret lack of financial engagement
Only 25% had a complete understanding of their and their partner’s combined situation
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Independent women embrace financial freedom
It is becoming a bigger and bigger trend for spouses and partners to keep their finances separate
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Financial advisers unimpressed with Mifid II
Industry says its failed to deliver on objectives to improve integrity, fairness and efficiency
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Wealth managers ‘taking advantage’ of clients’ trust
Half of UK investors don’t know what they are being charged by their wealth manager, according to UK discretionary manager Netwealth.